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FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57B
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.7M
3
+$5.55M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.94M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$3.1M

Top Sells

1
+$9.89M
2
+$3.57M
3
+$3.43M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.32M
5
SBUX icon
Starbucks
SBUX
+$2.9M

Sector Composition

1 Technology 15.68%
2 Financials 9.01%
3 Healthcare 7.06%
4 Industrials 5.53%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
– –
-3,836
2152
– –
-1,942
2153
– –
-1,000
2154
– –
-100
2155
– –
-5,713
2156
– –
-5
2157
– –
-69
2158
– –
-45
2159
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-469
2160
– –
-15,600
2161
– –
-54
2162
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-29
2163
– –
-10,815
2164
$0 ﹤0.01%
41
2165
$0 ﹤0.01%
500
2166
$0 ﹤0.01%
100
2167
$0 ﹤0.01%
175
2168
$0 ﹤0.01%
38,750
2169
$0 ﹤0.01%
500
2170
– –
-87
2171
– –
-1,893
2172
– –
-445
2173
– –
-2,819
2174
– –
-146
2175
$0 ﹤0.01%
41
85 86
87
88 89